New Form To Request Medi-Cal Expenses Subject to Estate Recovery One of the most frequent complaints from Medi-Cal beneficiaries has been the inability to find out exactly how much in benefits have been paid on their behalf. In the past, beneficiaries or their representatives were required to complete a form DHCS 6236 – Request for Access to Protected Health Information – pay $25 and send it in to EDS Communications at the Department and hope they might receive some answer within 30 days. The new form, DHCS Form 4017 is a bit easier to complete; is for living beneficiaries only; still costs $25 – but is sent directly to the DHCS Estate Recovery Section. To download a copy of the form, just search for DHCS 4017 or see www.dhcs.ca.gov/services/Pages/DHCS_4017.aspx
California implemented a new law, Pay on Death Deeds, effective January 1, 2016.
If you only have real property in California, you could decide to create a new deed, that allows your heir(s) to inherit upon your passing. Beforehand, this could not be done. You could place a person’s name as a joint tenant but that was actually giving them title. This new law allows someone to inherit, but only after you pass away.
Please call to set up a conference with the elder law attorney, Valerie M. Logsdon. Please do not attempt to do this yourself.